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JPMorgan Ultra-Short Municipal Income ETF
JMST

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
251
Journey Strategic Wealth
New Jersey
$583K +$583K +11,493 New
CFA
252
Capstone Financial Advisors
Illinois
$580K -$79.8K -1,573 -12%
SCG
253
Sonata Capital Group
Washington
$574K -$20K -395 -3%
LWA
254
Lineweaver Wealth Advisors
Ohio
$572K +$121K +2,391 +27%
TSWM
255
Tyler-Stone Wealth Management
Ohio
$563K +$81.2K +1,600 +17%
LNC
256
Lincoln National Corp
Pennsylvania
$561K +$90.8K +1,789 +19%
CWM
257
Collaborative Wealth Management
Florida
$559K +$233K +4,585 +71%
PCM
258
Presidio Capital Management
California
$554K +$554K +10,927 New
RRA
259
Round Rock Advisors
Connecticut
$553K -$150K -2,959 -21%
HI
260
Harbour Investments
Wisconsin
$544K +$355 +7 +0.1%
USCWA
261
U.S. Capital Wealth Advisors
Texas
$535K -$49K -966 -8%
BF
262
BOK Financial
Oklahoma
$535K +$536K +10,566 New
HSG
263
Helen Stephens Group
Texas
$525K +$218K +4,301 +71%
NL
264
NWAM LLC
Washington
$521K -$527K -10,394 -50%
PCG
265
Prosperity Consulting Group
Maryland
$513K +$512K +10,101 New
WE
266
Wealth Effects
Massachusetts
$510K – – –
WA
267
Waverly Advisors
Alabama
$508K +$508K +10,013 New
PCA
268
Pallas Capital Advisors
Massachusetts
$507K +$507K +10,000 New
TNBTD
269
Trustmark National Bank Trust Department
Mississippi
$507K – – –
PS
270
Principal Securities
Iowa
$498K -$7.1K -140 -1%
TFO
271
Tarbox Family Office
California
$498K +$497K +9,807 New
WAM
272
WNY Asset Management
New York
$495K – – –
WCM
273
WealthBridge Capital Management
Ohio
$494K -$26.1K -515 -5%
BFO
274
Boston Family Office
Massachusetts
$492K -$40K -788 -8%
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$480K -$34.1K -673 -7%
9 10
11
12 13